Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.11K Buy
1,002
+61
+6% +$579 ﹤0.01% 932
2026
Q1
$7.92K Hold
941
﹤0.01% 935
2025
Q4
$12.7K Buy
941
+11
+1% +$175 ﹤0.01% 897
2025
Q3
$16.1K Buy
930
+8
+0.9% +$167 ﹤0.01% 865
2025
Q2
$22.7K Buy
922
+68
+8% +$1.55K ﹤0.01% 767
2025
Q1
$18K Sell
854
-623
-42% -$17.7K ﹤0.01% 805
2024
Q4
$50.9K Buy
1,477
+893
+153% +$27.7K ﹤0.01% 641
2024
Q3
$14.2K Buy
584
+23
+4% +$585 ﹤0.01% 809
2024
Q2
$16.2K Sell
561
-490
-47% -$12.6K ﹤0.01% 790
2024
Q1
$28.5K Buy
1,051
+811
+338% +$22.8K ﹤0.01% 690
2023
Q4
$6.89K Buy
240
+105
+78% +$2.89K ﹤0.01% 841
2023
Q3
$3.45K Buy
135
+24
+22% +$801 ﹤0.01% 901
2023
Q2
$4.04K Buy
+111
New +$3.13K ﹤0.01% 867

Other funds holding AI

HM Payson & Co's AI Position: Q2 2026 in Review

HM Payson & Co increased its C3.ai (AI) stake by 6.5% in Q2 2026, buying an estimated $579 and bringing the position to 1,002 shares worth $9.11K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

HM Payson & Co first reported a position in AI in Q2 2023 and has held it in 13 quarters since. The position peaked at $50.9K in Q4 2024. 318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • HM Payson & Co held 1,002 shares of C3.ai worth $9.11K as of Q2 2026.
  • HM Payson & Co bought 61 C3.ai shares in Q2 2026, an estimated $579.
  • C3.ai made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #932 holding.
  • HM Payson & Co first reported a position in C3.ai in Q2 2023 and has held it in 13 quarters since.
  • HM Payson & Co's C3.ai position peaked at $50.9K in Q4 2024.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.